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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,371 | $47,479-48.7% | $62,929-61.3% | $82,448-70.4% |
| Participation rate | 91.8% | 66.9%+24.9pp | 73.1%+18.7pp | 68.1%+23.7pp |
| Annual return | 6.03% | 20.34%-14.3pp | 1063.93%-1057.9pp | 41.64%-35.6pp |
| Employer contribution / active EE | $1,063 | $1,885-43.6% | $2,505-57.6% | $2,551-58.3% |
| Participant deferral / active EE | $2,462 | $2,870-14.2% | $3,888-36.7% | $4,139-40.5% |
| Admin fee / account holder | $836 | $3,804-78.0% | $5,065-83.5% | $7,234-88.4% |